include a Bachelor's Degree in Business Management from St. Mary's College, Graduate Realtor Institute (GRI), Seller Representative

Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated MBA, CFA, or both designations. OPCM presently manages approximately $1.6 billion in assets for

a fee-only wealth management firm committed to helping tech professionals, entrepreneurs and business owners thrive. We specialize help them become financially organized, mitigate taxes, manage investments, plan for major life events, protect loved ones, and